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Level 1

How do I make my pastor exempt from Social Security and Medicare withholding and taxes? He has opted out.

 
4 Comments
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QuickBooks Team

How do I make my pastor exempt from Social Security and Medicare withholding and taxes? He has opted out.

Hi financial-,

 

You'll want to set up the exemptions under the pastor's profile. I recommend consulting your accountant first to verify if the employee is qualified to be tax exempt.

 

Here's how:

  1. Click Workers on the left menu, then select Employees.
  2. Choose the employee's name.
  3. Under Employee Details, click on the pencil icon beside Pay.
  4. Click on the pencil icon under the question What are (employee's name) withholdings?
  5. Go to the Tax Exemptions section, then click on the drop down arrow.
  6. Select Social Security and Medicare and other withholding taxes.

For future reference, please check this article in case you've already process payroll for this employee: Adjust Employee Exemption Taxes.

 

Please touch base with us if you need further assistance. We're always here to help.

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Level 1

How do I make my pastor exempt from Social Security and Medicare withholding and taxes? He has opted out.

I do not get a drop down menu so that I can un-check SS and Medicare deductions

Highlighted
Level 1

How do I make my pastor exempt from Social Security and Medicare withholding and taxes? He has opted out.

I do not get a drop down menu for tax exemptions.  Therefore I cannot opt him out of SS and Medicare.

DMN

Highlighted
QuickBooks Team

How do I make my pastor exempt from Social Security and Medicare withholding and taxes? He has opted out.

Hi DMN2. I recommend you check out our article on setting up clergy and church payroll.

 

It will guide you through setting up everything correctly and get you right on your way to being back up and going. Let me know if it helps. Or if you need something else, just leave a reply below. 

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